Steven Michael Benzing
Investment adviser representative at John Hancock Personal Financial Services, LLC
12 yearsExperience
2 statesRegistered in
ChFC®Designation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- John Hancock Personal Financial Services, LLCSep 2019 to now
- John Hancock Distributors, LLCJan 2019 to now
- John HancockDec 2018 to now
- Cuna Brokerage Services Inc.Jan 2014 to Dec 2018
- Cuna Mutual GroupJan 2014 to Dec 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MA, MI).
John Hancock Personal Financial Services, LLC
$2.2BAssets managed
35,589Clients
64Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4635430
- Firm CRD
- 174433